Finding the Right Fit

Once you’ve decided to affiliate with an OSJ, the most important decision you’ll make is with whom. One of your make-or-break considerations: cultural synergy. We’ll be working closely together, and a like-minded business approach is as important to us as it is to you.

At Independent Advisor Group, we feel it’s our culture that sets us apart. Here, you’ll discover a vibrant family of advisors in a truly silo-free, collaborative network. Independence and a supportive environment might seem like opposites, but we believe they work together to enable greater levels of success.

This belief is why we host quarterly meetings for all our advisors, including an all-day Annual Meeting with wholesalers, speakers and plenty of networking time. We encourage informal happy hours and other events among our group.

We do all of this because we know one thing: the wide range of expertise within our group means little to our advisors unless we all get to know each other.